Is your Template really Compliance-Ready?

Over the internet, there are many services offered to IFAs.  You might have seen websites, newsletters, and product templates.  It would be great to look at the background and the experience of these providers.  As you know, depending on what products you offer to clients you are governed by specific regulators.  For example, in Ontario, insurance agents are governed by Financial Services Commission of Ontario (FSCO), while mutual fund representatives are governed by Mutual Fund Dealers Association of Canada (MFDA) and/or Investment Dealers Association of Canada (IDA), depending on their member firm.

Each of these regulators has subtle differences regarding marketing.  So, is your Template really Compliance-Ready?    

At SupportingAdvisors.com, we are in the business of supporting IFAs.  Coming from the industry, we understand the regulators and the importance of a Compliance-Ready template.  Our templates are customized to your needs, and they will show the following themes such as:

*  Full disclosures/disclaimers;

*  Full representation without over exaggerate promise;

*  Use of logo(s) for collaboration marketing. 

The idea of a template is fantastic.  We also like templates (in some form), but we believe you and your company are unique.  To truly build your brand, you need your own colors, design, and style.  We can accomplish that as we design unique templates specifically for you and your company.  The template will build your brand for everything.  Take a look at our services and what we have to offer to determine what that "Everything" is. 

Many companies use our services because we provide a full encompassing level of services.  We are dedicated to all your marketing needs and we ensure that your company will experience what it is to have “Bank-like support for Independents!” 

Note:  You need expressed permission from your compliance department to use their logo.